Work Instruction III: Resource Navigation

Instructions on how to navigate the Resources menu, adding a resource, removing a resource, changing the manager or alternate manager.

Resources

The ability to add or remove Resources (team members) to a project.

Figure 1 – Add Resources

Adding a Resource

1. Click Resources on the Navigation menu.
2. Click the Actions menu.
3. Select Add Resources.
4. Type the Name.
5. Select the check box for “Include users whose capacity is not managed” (see Figure 1).
6. Click Search.
7. Select the check box for Resource (see Figure 2).
8. Click Next.
9. Select the check box for “Notify resources that they have been added” (see Figure 3). 
10. Click Save.

Click Save after all project info entries/updates.

                 

 

 

Figure 2 – Adding a Resource

 

 

Figure 3 – Notify a Resource

 

Removing a Resource

1. Click Resources on the Navigation menu.
2. Click on the Actions menu.
3. Select Remove Resources.
4. Click in Remove field.
5. Select the check box by the Name(s) to be removed (see Figure 4).
   Select drop down under Delegate To and select names (resources) to complete process.
6. Click Save.

Click Save after all project info entries/updates.

 

Figure 4 – Removing a Resource

 

Changing Manager or Alternate Manager

1. Click Resources on the Navigation menu.
2. Click the Actions button.
3. Select Change Manager.
4. Click the drop menu on the New Manager or Alternate Manager field.
5. Select the checkbox by the Name(s) (see Figure 5).
6. Click Save.

*Only primary managers may change team member roles.

Click Save after all project info entries/updates.

 

Figure 5 – Changing Manager or Alternate Manager